From the Columbia Energy Exchange, here: ”On a new episode of Columbia Energy Exchange, host Jason Bordoff sits down with Dr. Fatih Birol,
OPEC oil production for April is up a little… OPEC
The table is from OPEC’s Monthly Oil Market Report, here... But, Venezuela’s oil production continues to deteriorate...
Ritholz speaks with Jim Chanos…
and it’s very good, here... Chanos is the famous short seller and founder of Kynikos Associates LP... Short selling, of course, comes naturally to
The Oxford Institue of Energy Studies covers oil benchmarks… May 2018
A very good discussion on oil benchmarks, including the new Shanghai contract is
Iran’s Oil Exports… Daily Shot (WSJ)
From The Daily Shot, WSJ, here is a possible scenario of Iranian oil exports: And, a bonus chart showing US net crude imports:
Basis risk in the Permian… WSJ
The price to oil producers in the Permian has collapsed compared to WTI... Here is Alison Sider and Ryan Dezember of the Wall Street Journal: ”In